From Business Process Management, BPM and Workflow Automation Wiki | BizAgi BPMS

<keywords content="keywords"> process wizard, wizard, process, steps, options </keywords>

Process Wizard

The Process Wizard will guide the user in an easy and friendly step by step process, to model, automate and execute a project.

Just follow each of it 7 steps to build your desired application. To move between steps, just click the NEXT button found in the upper right corner of each one or click in its icon to jump directly to the desired one.

If you need any help, click on any item of the list below to find out more.

STEP 1

 Create the process with Process Wizard

 Edit your process with Process Wizard

 Import a process with Process Wizard

 Import a Template

STEP 2

 Edit the Data Model with Process Wizard

STEP 3

 Define the Forms with Process Wizard

STEP 4

 Define the Business Rules with Process Wizard

 Define Activity Actions with Process Wizard

STEP 5

 Define the Performers with Process Wizard

STEP 6

This step in entirely optional.

Configure interfaces if your process has interfaces.

 Define Integration Interfaces

Configure Collaboration if processes exchange messages with each other.

 Collaboration

STEP 7

 Deploy your project to the Test or Production environment with the Process Wizard

 Run your process in your environments' Work Portal with the Process Wizard

Other Options

Users can navigate through the steps easily without returning to the Wizard. This feature is available form the THIRD step.

Open any of the steps, from the third one on. On the upper right corner, a list of all the steps can be accessed by clicking on the name of the current step, as shown in the image below. Choose the step you want to go to.

Check out these Other Options the user has using the Process Wizard

Keep in mind that if the process is Removed (using the Remove button in the upper right corner) you can relate it back using the Add to wizard option.

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